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Edgemoor Investment Advisors, Inc.: USB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Edgemoor Investment Advisors, Inc. on USB, newest first. How the timeline and the estimate are built.

Edgemoor Investment Advisors, Inc. held 98,204 USB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,204 shares
    Change vs previous 13F +8,358 shares

    0.4% of the 13F portfolio, value $5,931,522.

    13F-HR 0001398344-26-013761 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 89,846 shares
    Change vs previous 13F +5,615 shares

    0.37% of the 13F portfolio, value $4,672,890.

    13F-HR 0001398344-26-009044 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 84,231 shares
    Change vs previous 13F +16,399 shares

    0.35% of the 13F portfolio, value $4,494,566.

    13F-HR 0001398344-26-002566 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 67,832 shares
    Change vs previous 13F +59,621 shares

    0.25% of the 13F portfolio, value $3,278,321.

    13F-HR 0001398344-25-020409 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,211 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $371,548.

    13F-HR 0001398344-25-014950 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).